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Semis Industry Growth may be Stifled due to Helium Shortages

According to TECHCET, the electronic gases market will see a 6.4% CAGR over the next five years, driven by semiconductor industry expansions, particularly in leading-edge logic and 3DNAND applications. However, the supply of electronic gases, including helium, faces potential constraints as demand outpaces supply. Disruptions in gas supply from current sources, such as the Ukrainian suppliers of crude neon due to the Russia War, have heightened the need for new gas suppliers. Without new capacity being built to meet future demand growth and address potential supply chain disruptions, shortages of helium and other gases like Xe, Kr, NF3, and WF6 are anticipated in the coming years.

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